Press Release

ST. PETERSBURG, Fla. – Raymond James announced the upcoming release of its fully integrated Advisor Access platform, a new central point of interaction for all Raymond James advisor technology. The firm will begin rolling out the platform in June, giving advisors streamlined access to the information they need.

“Advisor Access was designed for advisors, by advisors,” said Vin Campagnoli, senior vice president of Private Client Group Technology Strategy and Development. “We listened to our advisors and built what they need to serve their clients through one easy-to-use system.”

Using intuitive menus and the newest generation of search technology, Advisor Access makes client account and relationship details instantly available to advisors. “It’s critical when a client calls that the advisor doesn’t have to think about which system they need to access. They just select the client’s name to retrieve that client’s information including all their Raymond James accounts.”

A completely re-engineered intranet – RJnet – puts news, research and other information at users’ fingertips, and social features connect them with their peers as well as company experts. Integration with best-of-breed financial planning, investment proposal and portfolio modeling platforms is coming soon.

“As a member of the Technology Advisory Council, I have been piloting Advisor Access for several months now and the most recent iteration is absolutely on target,” said Eliot Weissberg, a financial advisor with Raymond James in Avon, Conn. “We have provided feedback all along and have been heard and responded to. This is really exceptional and I know my fellow advisors are going to enjoy how it improves efficiency and enhances client interactions.”

The launch of Advisor Access is part of a broader integration effort focused on making Raymond James technology more user-friendly, explains Campagnoli. The improved integration extends to mobility as well. “Our goal is to make the system accessible wherever advisors are on whatever device they use, whether it’s a laptop, an iPad or a smartphone. We want them to be able to get the information they need, whenever and wherever they want it, so it is easy for our advisors to do business.”

“We are focused on delivering what advisors need and are increasing investment to make sure that happens,” said Chet Helck, CEO of the firm’s Global Private Client Group. “Advisor Access is laying the groundwork for further integration.

“We are committed to providing cutting-edge technology to advisors and clients as both the financial services industry and its technology continue to evolve,” he added.

Advisor Access was the talk of the recent Raymond James Financial Services National Conference for Professional Development, May 21-25 in Orlando. Several presentations were held for advisors and branch professionals, along with continuous hands-on demonstrations in the Technology Center. Response from advisors attending the conference was overwhelmingly positive, reported Campagnoli. The rollout to all advisors and branch personnel will take place over the next eight to 10 weeks.

About Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its four principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services, Raymond James | Morgan Keegan and Raymond James Ltd., have more than 6,000 financial advisors serving over 2 million accounts in more than 2,500 locations throughout the United States, Canada and overseas. In addition, total client assets exceed $370 billion, of which approximately $40 billion are managed by the firm’s asset management subsidiaries.

For more information, please contact Anthea Penrose at 727-567-2824.Please visit the Raymond James Press Center at raymondjames.com/media.